Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
At Morningstar Conference, a Focus on Dividend Investing
By James J. GreenAt the opening session on day two of the Morningstar Investment Conference in Chicago on Thursday, June 24, three dividend-focused mutual fund managers talked about what they called the great opportunities in dividend investing now.
June 24, 2010
At Morningstar Conference, Calls for More Mutual Fund DisclosureSpeaking to an audience on Wednesday, June 23, consisting mainly of advisors attending the annual Morningstar Investment Conference, a group of Morningstar analysts called for more disclosure on actual mutual fund costs and their holdings.
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 23, 2010
Home Sales Made Record Drop in May; Fed to Maintain RatesOn Wednesday, June 23, when new single-family home sales were reported to have plummeted a record 32.7% in May, the Fed was expected to announce no change in its benchmark interest rate.
June 23, 2010
Fed Holds Rates Steady at Historic 0%-0.25% LowsAs expected, the Fed's policy makers held interest rates steady on June 23, once again making no changes to the historically low 0-0.25% fed funds rate.
June 23, 2010
Nine Funds to Ride Out a Double-DipHere's how you can position your clients' portfolios, if the economy slows again and experiences a double-dip.
June 23, 2010
How a Top Advisor Uses BRIC FundsA conversation about mutual funds and investing in Brazil, Russian, India and China with Carl J. Macko, MBA, CFP, president of Synergy Capital Management LLC, Atlanta.
June 23, 2010
Four Funds for EuropeDespite the bad news of late, Europe's investment potential and some select mutual funds with a focus on Europe are worth careful consideration, advisors say.